Overview
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Charitable planning basics
5 mins
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Property donations
20 mins
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Donations of farm land
34 mins
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Charitable remainder trust
58 mins
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Charitable gift annuity
74 mins
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Granting a qualified conservation easement in real property
81 mins
Course Description
The distribution of funds and assets to charity is a great way to improve quality of life outcomes based on worth and need. Along with making the world a better place, you can benefit greatly through considered long-term financial planning. Whether you want to transfer funds outright, distribute money efficiently over time, or set up a binding trust arrangement, various techniques are available to ensure the seamless distribution of your funds and enduring promotion of your legacy.
There are many charitable giving techniques available to your clients when they have farm property and commodities. These charitable giving techniques can be used to reduce income taxes and estate taxes. Experience and research confirm that very few financial, legal or tax professionals utilize charitable planning strategies to help their clients improve the outcomes of various business issues.
In this CE/CPE tax webinar, we will review the various available techniques and the recent perils in this area, and tax proposals by the administration.
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Learning Objectives
- To analyze the tax aspects of current giving techniques and planned giving techniques.
- To discuss the requirements to get the charitable deduction and review recent tax court cases.
- To explore conservation easements and how to do it right.
- To review the perils and opportunities of charitable giving with commodities.
Recommended For
- This Online CE/CPE webinar is recommended for CPA, EA, AFSP, CTEC, Tax Professionals, Tax Directors, Tax Practitioners, and Tax Attorneys desiring to understand the Tax aspects of Charitable gifting Farm Property and Commodities.
Who Should Attend?
- Accountant
- Accounting Firm
- Accounting Managers
- Certified Public Accountant (CPA)
- CPA (Industry)
- CPA - Mid Size Firm
- CPA - Small Firm
- CPA in Business
- Entrepreneurial CPA
- Maryland Tax Preparers
- Oregon Tax Preparers
- Senior Accountant
- Staff of Accounting Firm
- Tax Accountant (Industry)
- Tax Attorney
- Tax Director (Industry)
- Tax Firm
- Tax Managers
- Tax Practitioners
- Tax Preparer
- Tax Professionals
- Tax Pros
- Young CPA